ARM Arm Holdings
CPU IP inside custom accelerators, servers and edge devices
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
ARM · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-29EarningsBeat / raise
Reported EPS 0.45 vs 0.4 expected (+11.4% surprise).
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7
2026-05-05EarningsBeat / raise
Reported EPS 0.6 vs 0.58 expected (+3.6% surprise).
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6
2026-02-04EarningsBeat / raise
Reported EPS 0.43 vs 0.41 expected (+5.1% surprise).
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5
2025-11-05EarningsBeat / raise
Reported EPS 0.39 vs 0.33 expected (+17.7% surprise).
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4
2025-07-30EarningsMiss / cut
Reported EPS 0.35 vs 0.35 expected (-0.3% surprise).
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3
2025-05-07EarningsBeat / raise
Reported EPS 0.55 vs 0.52 expected (+5.0% surprise).
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2
2025-02-05EarningsBeat / raise
Reported EPS 0.39 vs 0.34 expected (+14.0% surprise).
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1
2024-11-07EarningsBeat / raise
Reported EPS 0.3 vs 0.26 expected (+17.1% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-29 | 0.4 | 0.45 | +11.4% |
| 2026-05-05 | 0.58 | 0.6 | +3.6% |
| 2026-02-04 | 0.41 | 0.43 | +5.1% |
| 2025-11-05 | 0.33 | 0.39 | +17.7% |
| 2025-07-30 | 0.35 | 0.35 | −0.3% |
| 2025-05-07 | 0.52 | 0.55 | +5.0% |
| 2025-02-05 | 0.34 | 0.39 | +14.0% |
| 2024-11-07 | 0.26 | 0.3 | +17.1% |
| 2024-07-31 | 0.35 | 0.4 | +15.4% |
| 2024-05-08 | 0.31 | 0.36 | +17.7% |
| 2024-02-07 | 0.25 | 0.29 | +16.4% |
| 2023-11-09 | 0.27 | 0.36 | +34.6% |
About Arm Holdings
Website ↗Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company…
Deployable AI compute tracks the minimum of logic, HBM and packaging. Merchant GPUs and hyperscaler ASICs compete for the same upstream capacity.
What would prove us wrong. Weakens if accelerator lead times fall below a quarter while hyperscaler capex guides keep rising — supply would be catching demand.
Running vision-language-action models on the robot needs power-efficient edge accelerators — a smaller cousin of the datacentre race.
What would prove us wrong. Strengthens if robot builders report compute availability as a gating item.
On-device AI drives a phone and PC upgrade cycle and pulls more memory per device — competing with data centers for the same DRAM.
What would prove us wrong. Weakens if memory prices force device makers to cut AI features or volumes.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $216.0 | +2.38% | −4.0% | +16.1% | |
| AMD Advanced Micro Devices | Second merchant GPU source competing for the same CoWoS and HBM | $530.9 | +2.73% | −15.8% | +147.9% | |
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $330.6 | +2.76% | −6.3% | −4.0% | |
| MRVL Marvell Technology | Custom silicon, DSPs and electro-optics for AI infrastructure | $236.6 | +3.55% | −9.6% | +178.9% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $266.1 | +3.46% | −27.0% | +59.9% | |
| QCOM Qualcomm | Edge AI SoCs for robots and vehicles | $178.4 | +1.41% | −11.7% | +5.9% | |
| AMBA Ambarella | Edge vision AI SoCs | $66.35 | −0.23% | −8.7% | −6.3% | |
| NXPI NXP Semiconductors | Automotive and edge processors | $248.3 | +5.70% | +4.3% | +15.9% | |
| AAPL Apple | On-device AI across iPhone and Mac | $343.3 | −1.27% | +0.7% | +26.6% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.